Civic Intelligence

Carlton Fields Ward Emmanuel Smith & Cutler Pa

Plan context: Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt

EIN 59-1233896 • Tampa, FL • 90 filings • 15 plans

4221 West Boy Scout Blvd., Ste 1000Tampa, FL 33607
Current Snapshot

Latest Year

2024

2024 Participants

666

2024 Assets

$315,678,472

2024 Contributions

$11,470,079

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$315,678,472$157,839,236$0200020122024YearValue
$315,678,472Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7803900199920122024YearValue
666Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242666$315,678,472$11,470,079$17,222iApproximate average salary by contribution assumption: employee only about $430,559 at 4% or $287,039 at 6%; with 50% employer match about $287,039 at 4% or $191,359 at 6%; with 100% employer match about $215,279 at 4% or $143,520 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-666$315,678,472$11,470,079$17,222iApproximate average salary by contribution assumption: employee only about $430,559 at 4% or $287,039 at 6%; with 50% employer match about $287,039 at 4% or $191,359 at 6%; with 100% employer match about $215,279 at 4% or $143,520 at 6%.
Carlton Fields, P.A. Welfare Benefits Plan-620---
20232666$293,508,702$10,222,857$15,350iApproximate average salary by contribution assumption: employee only about $383,741 at 4% or $255,827 at 6%; with 50% employer match about $255,827 at 4% or $170,552 at 6%; with 100% employer match about $191,870 at 4% or $127,914 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-666$293,508,702$10,222,857$15,350iApproximate average salary by contribution assumption: employee only about $383,741 at 4% or $255,827 at 6%; with 50% employer match about $255,827 at 4% or $170,552 at 6%; with 100% employer match about $191,870 at 4% or $127,914 at 6%.
Carlton Fields, P.A. Welfare Benefits Plan-610---
20222660$278,669,529$10,232,145$15,503iApproximate average salary by contribution assumption: employee only about $387,581 at 4% or $258,388 at 6%; with 50% employer match about $258,388 at 4% or $172,258 at 6%; with 100% employer match about $193,791 at 4% or $129,194 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-660$278,669,529$10,232,145$15,503iApproximate average salary by contribution assumption: employee only about $387,581 at 4% or $258,388 at 6%; with 50% employer match about $258,388 at 4% or $172,258 at 6%; with 100% employer match about $193,791 at 4% or $129,194 at 6%.
Carlton Fields, P.A. Welfare Benefits Plan-612---
20213645$304,266,387$11,882,168$18,422iApproximate average salary by contribution assumption: employee only about $460,549 at 4% or $307,033 at 6%; with 50% employer match about $307,033 at 4% or $204,689 at 6%; with 100% employer match about $230,275 at 4% or $153,516 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-645$304,266,387$11,882,168$18,422iApproximate average salary by contribution assumption: employee only about $460,549 at 4% or $307,033 at 6%; with 50% employer match about $307,033 at 4% or $204,689 at 6%; with 100% employer match about $230,275 at 4% or $153,516 at 6%.
Group Disability Plan-616---
Group Life, Hospital & Major Medical Plan-522---
20203659$295,190,918$9,986,404$15,154iApproximate average salary by contribution assumption: employee only about $378,847 at 4% or $252,565 at 6%; with 50% employer match about $252,565 at 4% or $168,376 at 6%; with 100% employer match about $189,423 at 4% or $126,282 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-659$295,190,918$9,986,404$15,154iApproximate average salary by contribution assumption: employee only about $378,847 at 4% or $252,565 at 6%; with 50% employer match about $252,565 at 4% or $168,376 at 6%; with 100% employer match about $189,423 at 4% or $126,282 at 6%.
Group Disability Plan-593---
Group Life, Hospital & Major Medical Plan-575---
20193657$275,448,605$13,248,131$20,165iApproximate average salary by contribution assumption: employee only about $504,115 at 4% or $336,076 at 6%; with 50% employer match about $336,076 at 4% or $224,051 at 6%; with 100% employer match about $252,057 at 4% or $168,038 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-657$275,448,605$13,248,131$20,165iApproximate average salary by contribution assumption: employee only about $504,115 at 4% or $336,076 at 6%; with 50% employer match about $336,076 at 4% or $224,051 at 6%; with 100% employer match about $252,057 at 4% or $168,038 at 6%.
Group Disability Plan-581---
Group Life, Hospital & Major Medical Plan-575---
20183672$248,306,496$7,168,039$10,667iApproximate average salary by contribution assumption: employee only about $266,668 at 4% or $177,779 at 6%; with 50% employer match about $177,779 at 4% or $118,519 at 6%; with 100% employer match about $133,334 at 4% or $88,889 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-650$248,306,496$7,168,039$11,028iApproximate average salary by contribution assumption: employee only about $275,694 at 4% or $183,796 at 6%; with 50% employer match about $183,796 at 4% or $122,531 at 6%; with 100% employer match about $137,847 at 4% or $91,898 at 6%.
Group Disability Plan-559---
Group Life, Hospital & Major Medical Plan-672---
20173618$261,920,937$6,516,637$10,545iApproximate average salary by contribution assumption: employee only about $263,618 at 4% or $175,745 at 6%; with 50% employer match about $175,745 at 4% or $117,164 at 6%; with 100% employer match about $131,809 at 4% or $87,873 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-618$261,920,937$6,516,637$10,545iApproximate average salary by contribution assumption: employee only about $263,618 at 4% or $175,745 at 6%; with 50% employer match about $175,745 at 4% or $117,164 at 6%; with 100% employer match about $131,809 at 4% or $87,873 at 6%.
Group Disability Plan-570---
Group Life, Hospital & Major Medical Plan-546---
20163664$235,221,715$9,407,813$14,168iApproximate average salary by contribution assumption: employee only about $354,210 at 4% or $236,140 at 6%; with 50% employer match about $236,140 at 4% or $157,427 at 6%; with 100% employer match about $177,105 at 4% or $118,070 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-664$235,221,715$9,407,813$14,168iApproximate average salary by contribution assumption: employee only about $354,210 at 4% or $236,140 at 6%; with 50% employer match about $236,140 at 4% or $157,427 at 6%; with 100% employer match about $177,105 at 4% or $118,070 at 6%.
Group Disability Plan-624---
Group Life, Hospital & Major Medical Plan-579---
20153750$210,563,032$11,941,890$15,923iApproximate average salary by contribution assumption: employee only about $398,063 at 4% or $265,375 at 6%; with 50% employer match about $265,375 at 4% or $176,917 at 6%; with 100% employer match about $199,032 at 4% or $132,688 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-750$210,563,032$11,941,890$15,923iApproximate average salary by contribution assumption: employee only about $398,063 at 4% or $265,375 at 6%; with 50% employer match about $265,375 at 4% or $176,917 at 6%; with 100% employer match about $199,032 at 4% or $132,688 at 6%.
Group Life, Hospital & Major Medical Plan-646---
Group Disability Plan-698---
20143780$216,031,330$16,337,688$20,946iApproximate average salary by contribution assumption: employee only about $523,644 at 4% or $349,096 at 6%; with 50% employer match about $349,096 at 4% or $232,731 at 6%; with 100% employer match about $261,822 at 4% or $174,548 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-780$216,031,330$16,337,688$20,946iApproximate average salary by contribution assumption: employee only about $523,644 at 4% or $349,096 at 6%; with 50% employer match about $349,096 at 4% or $232,731 at 6%; with 100% employer match about $261,822 at 4% or $174,548 at 6%.
Group Disability Plan-690---
Group Life, Hospital & Major Medical Plan-699---
20135684$143,734,448$8,915,448$13,034iApproximate average salary by contribution assumption: employee only about $325,857 at 4% or $217,238 at 6%; with 50% employer match about $217,238 at 4% or $144,825 at 6%; with 100% employer match about $162,929 at 4% or $108,619 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-623$143,734,448$8,835,027$14,181iApproximate average salary by contribution assumption: employee only about $354,536 at 4% or $236,357 at 6%; with 50% employer match about $236,357 at 4% or $157,571 at 6%; with 100% employer match about $177,268 at 4% or $118,179 at 6%.
Group Disability Plan-578---
JORDEN BURT SAVINGS & INVESTMENT PLAN-0-$80,421-
401K Plan for Associate Attorneys of Carlton Fields, P.A.-0---
Group Life, Hospital & Major Medical Plan-684---
20124587$122,693,535$8,053,759$13,720iApproximate average salary by contribution assumption: employee only about $343,005 at 4% or $228,670 at 6%; with 50% employer match about $228,670 at 4% or $152,447 at 6%; with 100% employer match about $171,503 at 4% or $114,335 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-580$119,472,082$7,422,310$12,797iApproximate average salary by contribution assumption: employee only about $319,927 at 4% or $213,285 at 6%; with 50% employer match about $213,285 at 4% or $142,190 at 6%; with 100% employer match about $159,964 at 4% or $106,642 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-152$3,221,453$631,449$4,154iApproximate average salary by contribution assumption: employee only about $103,857 at 4% or $69,238 at 6%; with 50% employer match about $69,238 at 4% or $46,159 at 6%; with 100% employer match about $51,928 at 4% or $34,619 at 6%.
Group Disability Plan-587---
Group Life, Hospital & Major Medical Plan-551---
20114606$108,941,678$7,938,837$13,100iApproximate average salary by contribution assumption: employee only about $327,510 at 4% or $218,340 at 6%; with 50% employer match about $218,340 at 4% or $145,560 at 6%; with 100% employer match about $163,755 at 4% or $109,170 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-594$105,900,206$7,151,030$12,039iApproximate average salary by contribution assumption: employee only about $300,969 at 4% or $200,646 at 6%; with 50% employer match about $200,646 at 4% or $133,764 at 6%; with 100% employer match about $150,485 at 4% or $100,323 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-154$3,041,472$787,807$5,116iApproximate average salary by contribution assumption: employee only about $127,891 at 4% or $85,260 at 6%; with 50% employer match about $85,260 at 4% or $56,840 at 6%; with 100% employer match about $63,945 at 4% or $42,630 at 6%.
Group Disability Plan-601---
Group Life, Hospital & Major Medical Plan-606---
20104649$102,959,825$7,605,003$11,718iApproximate average salary by contribution assumption: employee only about $292,951 at 4% or $195,301 at 6%; with 50% employer match about $195,301 at 4% or $130,200 at 6%; with 100% employer match about $146,475 at 4% or $97,650 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-649$100,266,053$6,883,731$10,607iApproximate average salary by contribution assumption: employee only about $265,167 at 4% or $176,778 at 6%; with 50% employer match about $176,778 at 4% or $117,852 at 6%; with 100% employer match about $132,583 at 4% or $88,389 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-149$2,693,772$721,272$4,841iApproximate average salary by contribution assumption: employee only about $121,019 at 4% or $80,679 at 6%; with 50% employer match about $80,679 at 4% or $53,786 at 6%; with 100% employer match about $60,509 at 4% or $40,340 at 6%.
Group Disability Plan-595---
Group Life, Hospital & Major Medical Plan-620---
20094630$83,058,832$8,057,814$12,790iApproximate average salary by contribution assumption: employee only about $319,755 at 4% or $213,170 at 6%; with 50% employer match about $213,170 at 4% or $142,113 at 6%; with 100% employer match about $159,877 at 4% or $106,585 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-589$81,071,355$7,488,196$12,713iApproximate average salary by contribution assumption: employee only about $317,835 at 4% or $211,890 at 6%; with 50% employer match about $211,890 at 4% or $141,260 at 6%; with 100% employer match about $158,918 at 4% or $105,945 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-145$1,987,477$569,618$3,928iApproximate average salary by contribution assumption: employee only about $98,210 at 4% or $65,473 at 6%; with 50% employer match about $65,473 at 4% or $43,649 at 6%; with 100% employer match about $49,105 at 4% or $32,737 at 6%.
Group Disability Plan-624---
Group Life, Hospital & Major Medical Plan-630---
20084653$61,491,889$7,215,626$11,050iApproximate average salary by contribution assumption: employee only about $276,249 at 4% or $184,166 at 6%; with 50% employer match about $184,166 at 4% or $122,777 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-513$60,250,321$6,757,712$13,173iApproximate average salary by contribution assumption: employee only about $329,323 at 4% or $219,549 at 6%; with 50% employer match about $219,549 at 4% or $146,366 at 6%; with 100% employer match about $164,662 at 4% or $109,774 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-107$1,241,568$457,914$4,280iApproximate average salary by contribution assumption: employee only about $106,989 at 4% or $71,326 at 6%; with 50% employer match about $71,326 at 4% or $47,551 at 6%; with 100% employer match about $53,495 at 4% or $35,663 at 6%.
Group Life, Hospital & Major Medical Plan-636---
Group Disability Plan-653---
20074603$82,608,211$6,330,110$10,498iApproximate average salary by contribution assumption: employee only about $262,442 at 4% or $174,962 at 6%; with 50% employer match about $174,962 at 4% or $116,641 at 6%; with 100% employer match about $131,221 at 4% or $87,481 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-448$80,698,490$5,947,077$13,275iApproximate average salary by contribution assumption: employee only about $331,868 at 4% or $221,245 at 6%; with 50% employer match about $221,245 at 4% or $147,497 at 6%; with 100% employer match about $165,934 at 4% or $110,623 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-99$1,909,721$383,033$3,869iApproximate average salary by contribution assumption: employee only about $96,726 at 4% or $64,484 at 6%; with 50% employer match about $64,484 at 4% or $42,989 at 6%; with 100% employer match about $48,363 at 4% or $32,242 at 6%.
Group Life, Hospital & Major Medical Plan-603---
Group Disability Plan-561---
20064564$79,737,657$6,208,692$11,008iApproximate average salary by contribution assumption: employee only about $275,208 at 4% or $183,472 at 6%; with 50% employer match about $183,472 at 4% or $122,315 at 6%; with 100% employer match about $137,604 at 4% or $91,736 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-464$78,092,887$5,904,845$12,726iApproximate average salary by contribution assumption: employee only about $318,149 at 4% or $212,099 at 6%; with 50% employer match about $212,099 at 4% or $141,400 at 6%; with 100% employer match about $159,074 at 4% or $106,050 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-427$1,644,770$303,847$712iApproximate average salary by contribution assumption: employee only about $17,790 at 4% or $11,860 at 6%; with 50% employer match about $11,860 at 4% or $7,907 at 6%; with 100% employer match about $8,895 at 4% or $5,930 at 6%.
Group Life, Hospital & Major Medical Plan-564---
Group Disability Plan-522---
20055517$71,366,067$5,494,175$10,627iApproximate average salary by contribution assumption: employee only about $265,676 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,559 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-364$69,744,900$5,249,097$14,421iApproximate average salary by contribution assumption: employee only about $360,515 at 4% or $240,343 at 6%; with 50% employer match about $240,343 at 4% or $160,229 at 6%; with 100% employer match about $180,257 at 4% or $120,172 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-43$1,621,167$245,078$5,699iApproximate average salary by contribution assumption: employee only about $142,487 at 4% or $94,991 at 6%; with 50% employer match about $94,991 at 4% or $63,328 at 6%; with 100% employer match about $71,244 at 4% or $47,496 at 6%.
Group Life, Hospital & Major Medical Plan-517---
Group Disability Plan-495---
CARLTON FIELDS P.A. FLEXIBLE BENEFITS PROGRAM-239---
20045523$62,652,631$4,734,004$9,052iApproximate average salary by contribution assumption: employee only about $226,291 at 4% or $150,861 at 6%; with 50% employer match about $150,861 at 4% or $100,574 at 6%; with 100% employer match about $113,145 at 4% or $75,430 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-365$60,958,903$4,524,950$12,397iApproximate average salary by contribution assumption: employee only about $309,928 at 4% or $206,619 at 6%; with 50% employer match about $206,619 at 4% or $137,746 at 6%; with 100% employer match about $154,964 at 4% or $103,309 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-49$1,693,728$209,054$4,266iApproximate average salary by contribution assumption: employee only about $106,660 at 4% or $71,107 at 6%; with 50% employer match about $71,107 at 4% or $47,405 at 6%; with 100% employer match about $53,330 at 4% or $35,553 at 6%.
Group Life, Hospital & Major Medical Plan-523---
CARLTON FIELDS P.A. FLEXIBLE BENEFITS PROGRAM-243---
Group Disability Plan-495---
20035541$59,201,092$4,086,232$7,553iApproximate average salary by contribution assumption: employee only about $188,828 at 4% or $125,885 at 6%; with 50% employer match about $125,885 at 4% or $83,923 at 6%; with 100% employer match about $94,414 at 4% or $62,943 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-398$57,642,742$4,086,232$10,267iApproximate average salary by contribution assumption: employee only about $256,673 at 4% or $171,115 at 6%; with 50% employer match about $171,115 at 4% or $114,077 at 6%; with 100% employer match about $128,336 at 4% or $85,558 at 6%.
401K Plan for Associate Attorneys of Carlton Fields, P.A.-64$1,558,350--
Group Life, Hospital & Major Medical Plan-523---
Group Disability Plan-541---
CARLTON FIELDS P.A. FLEXIBLE BENEFITS PROGRAM-211---
20024524$45,337,056$4,252,486$8,115iApproximate average salary by contribution assumption: employee only about $202,886 at 4% or $135,257 at 6%; with 50% employer match about $135,257 at 4% or $90,171 at 6%; with 100% employer match about $101,443 at 4% or $67,629 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-360$45,337,056$4,252,486$11,812iApproximate average salary by contribution assumption: employee only about $295,312 at 4% or $196,874 at 6%; with 50% employer match about $196,874 at 4% or $131,250 at 6%; with 100% employer match about $147,656 at 4% or $98,437 at 6%.
Group Life, Hospital & Major Medical Plan-524---
Group Disability Plan-482---
CARLTON FIELDS P.A. FLEXIBLE BENEFITS PROGRAM-215---
20013492$55,481,650$3,976,885$8,083iApproximate average salary by contribution assumption: employee only about $202,077 at 4% or $134,718 at 6%; with 50% employer match about $134,718 at 4% or $89,812 at 6%; with 100% employer match about $101,039 at 4% or $67,359 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-492$55,481,650$3,976,885$8,083iApproximate average salary by contribution assumption: employee only about $202,077 at 4% or $134,718 at 6%; with 50% employer match about $134,718 at 4% or $89,812 at 6%; with 100% employer match about $101,039 at 4% or $67,359 at 6%.
Group Life, Hospital & Major Medical Plan-488---
Group Disability Plan-411---
20003476$68,752,155$3,367,084$7,074iApproximate average salary by contribution assumption: employee only about $176,843 at 4% or $117,895 at 6%; with 50% employer match about $117,895 at 4% or $78,597 at 6%; with 100% employer match about $88,421 at 4% or $58,948 at 6%.
Profit Sharing and 401(K) Plan for Employees of Carlton Fields Jorden Burt-476$68,752,155$3,367,084$7,074iApproximate average salary by contribution assumption: employee only about $176,843 at 4% or $117,895 at 6%; with 50% employer match about $117,895 at 4% or $78,597 at 6%; with 100% employer match about $88,421 at 4% or $58,948 at 6%.
Group Disability Plan-445---
Group Life, Hospital & Major Medical Plan-428---
19992436$0$0-
Group Disability Plan-423---
Group Life, Hospital & Major Medical Plan-436---